MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+11.72%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+18%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.96%
Top 10 Holdings %
Top 10 Hldgs %
43.1%
Holding
187
New
24
Increased
72
Reduced
56
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$2.86M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.71M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.33M |
| 4 |
Vanguard Russell 2000 ETF
VTWO
|
$1.31M |
| 5 |
iShares Gold Trust
IAU
|
$1.26M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$917K |
| 2 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$722K |
| 3 |
Tesla
TSLA
|
$670K |
| 4 |
SPDR Gold Trust
GLD
|
$597K |
| 5 |
Medtronic
MDT
|
$589K |
Sector Composition
| 1 | Technology | 15.31% |
| 2 | Financials | 7.44% |
| 3 | Energy | 7.43% |
| 4 | Healthcare | 6.22% |
| 5 | Consumer Discretionary | 5.11% |
